Fleet Wealth Management Group since Oct 2008
Managing Director
Fleet Wealth Management Group since Jan 2007
Owner
Education:
University of Miami 1979
Great Neck North High School 1975
University of Miami
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Investments Alternative Investments Retirement Planning Securities Risk Management Entrepreneurship Series 7 Real Estate Series 63 Due Diligence Finance Iras Marketing Sales Strategic Planning Project Management Negotiation Fixed Annuities Interim Management Investment Properties Estate Planning Asset Management Business Planning Business Strategy Equities Financial Analysis Financial Services Mutual Funds Retirement Credit Fixed Income Investment Management Investors Loans Mortgage Lending New Business Development Portfolio Management Real Estate Economics Series 6 Venture Capital
One Grand Central PlaceUnlike “Buy & Hold” strategists, Fleet Wealth Management specializes in utilizing global tactical investment managers. Our primary objective is to build... Unlike “Buy & Hold” strategists, Fleet Wealth Management specializes in utilizing global tactical investment managers. Our primary objective is to build client wealth by participating in sustained “Bull” markets and avoiding inevitable “Bear” markets